Heritage Financial Services, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$74.9 Million0.85% of portfolio
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Bank Of America Corp Charlotte, NC1.53MShares$69.8 Million0.01% of portfolio
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Savant Capital, LLC1.38MShares$63.2 Million0.55% of portfolio